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Financial Planning Assistant

2 months ago

Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full time

About the Role

We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our financial planning services.

Key Responsibilities

  • Assist financial advisors in preparing and presenting financial plans to clients
  • Provide administrative support in the preparation of client reports and presentations
  • Manage and maintain accurate records of client interactions and correspondence
  • Develop and maintain knowledge of financial products and services to provide informed support to financial advisors

Requirements

  • Previous experience in a financial services or administrative role
  • Excellent organizational and communication skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong attention to detail and ability to maintain confidentiality

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and organized individual looking to join a dynamic team, please apply for this exciting opportunity.